Customer Feedback for Procore Technologies, Inc.

Welcome to the Customer Feedback Forum for Procore.

We’d like to hear any ideas you have for how we can improve Procore. Please use this forum to suggest features you’d like to see added to Procore. You may also vote and comment on product ideas suggested by other Procore users.

This forum is actively monitored by Procore’s Product Management Team.

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  1. Export Commitment Log - Detailed View as CSV

    Be able to export the detailed Commitment Log as a CSV for reconciliation, including dates.

    2 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  2. Date Column CCO Log

    Please put a date in the CCO Log(s). This will allow accounting to export it as a CSV and sort by date to reconcile instead of going through the entire Project log.

    2 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  3. Owner Invoice - Auto-Create Payment

    When entering a pay application, I would like the pay app info to carry over and create a line item in the "payments received" tab. We could then use it to track late payments. Right now it's just a place to enter information but doesn't track it or show that any payments are late.

    3 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  4. Viewing options of contracts when sent by email through Procore

    When I Email a Commitment Contract to someone and they open the email. There is an option to "view as a PDF" or "view online". My Subcontractors will hit the PDF button and see an unsigned copy of the contract. Once I have signatures all around. I would like to be able to hit the "Email Contract" button and when they hit the PDF viewing option, I want them to see the executed contract, not the original draft.

    3 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  5. Subcontractor CO Signers - Add Second Subcontractor Signer w/Drop Down

    It would be great to have an option for subcontractor Change Order signers, to provide a drop down bar sync'd to the project directory for the second signer. Right now, it only pulls the subcontractor as a signer and the other signer must be added via a custom form by the account manager.

    7 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  6. Create change orders if the contract is in an unapproved status

    Allow for the creation of prime and commitment change orders if the Prime or commitment is in an unapproved status. Most often the items have been unofficially approved, but are just waiting for finalization of documentation. Maybe not allow the change orders to be approved without the prime/commitment being in approved status?

    7 votes
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    3 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  7. Commitment e-mail reminders

    Need a commitment status report and automatic commitment reminder e-mails to better track the execution status of subcontracts and contract purchase orders.

    32 votes
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    9 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  8. Prime contract SOV import to Budget

    Allow budget line items to match prime contract schedule of values exactly for an easy one click import.

    19 votes
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    6 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  9. Change Cost Code at Anytime

    Be able to change cost codes on commitment sov's and change orders after locked.

    3 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  10. Payments Issued - Filter out Invoices that have been paid

    As Payment Applications are paid off completely via the Payments Issued Tab, it would be nice if the drop-down picker, to select a pay app, would remove pay applications that have been paid in full.

    6 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  11. 6 votes
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    3 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  12. Link a Change Order/Event to a Drawing Markup

    Allow Change Orders to be Link to the drawings for real time as builts just like RFI's

    70 votes
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    16 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  13. Multiple pay app forms

    Ability to load multiple pay application formats. For instance some owners are ok with the standard AIA looking pay application but some owners required their specific form. For clients we do multiple projects with it would be nice to load their pay app into Procore so we can select it when doing projects with them.

    5 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  14. CCO, COR, PCO need different styles to Increase intuitive design & reduce confusion

    Associate a color or font or appearance with PCO, COR, CCO . That way while working in each, it will be more intuitive.
    This will increase receptiveness of using procore and reduce frustration of adoption by new users. While instructing others in Procore its become apparent at a glance its difficult to tell which phase of a change you are working in.

    17 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  15. Export multiple items (ex: change orders) to PDF at once

    Give us the ability to select and print out multiple items such as RFI's, change orders, commitments, etc. For instance if I want to print out the 5 change orders I have in the system I need to go into each one and print. It would be helpful to have check boxes that we could select and then print them as a group.

    17 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  16. Create CCO after Prime Contract CO is Approved (w/o Change Events)

    Allow a way to be able to "Create CCO" from a Prime Contract Change Order AFTER the Prime Contract Change Order is Approved.

    Currently, the "Create CCO" button is only visible in the Edit mode of the Schedule of Values at the Potential Change Order Level, but once the Prime Contract Change Order is approved, you can no longer edit that Schedule of Values. And typically, change orders to subcontractors/suppliers is not sent unless it has first been approved by the owner.

    3 votes
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  17. Keep Subcontracts Private from Subs until Ready to Publish to them

    User does not want the subcontractor to be able to view the contract while it is working through the workflow, between draft and approved. This request would restrict access to the users who are included on the "Private" field until the "Executed" check box has been checked off.

    5 votes
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    1 comment  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  18. Change Orders functionality on mobile

    Is it possible to add the Full Change Order Functionality within the Desktop version to the iPAD and iPhone apps?
    Can you advise if this is planned for and if so when users can expect it to be rolled out?

    21 votes
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    9 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  19. Create CPCO w/ multiple SOV items from Prime PCO (w/o Change Events)

    When creating a Prime side PCO with more than one item in the Schedule of values each schedule of value creates a separate Commitment side C PCO. Additionally each CPCO needs to be navigated to and edited from zero back to the value of what the Prime PCO that just created from was. This is just creating additional unneeded work and causing the server pinged for data way more often. My Idea is to allow Prime side PCO to create CPCO pulling multiply schedule of value items into one CPCO and to pull the value into the newly created CPCO.

    1 vote
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    0 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →
  20. Edit Created Date on Commitments

    Is there any way to change the date the contract was made? It shows it was created on 2/23 and I revised it & need it to state it was created today, is there any way to change that?

    sometimes they ask us to prepare the contracts & then ask us to send them out at a later date! so that would be a great thing to be able to change! thank u!

    15 votes
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    8 comments  ·  Financials  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for the feedback! Our team has reviewed your suggestion and we will update this ticket if we proceed.

    In the meantime, you can either:
    1) use the additional dates that are available to enable in the Commitments Configure Settings (Contract Date or Issued Date are a few examples of what is available).
    2) have a custom field created for Updated Date or Sent Date (or whatever you want it to be called). Contact Procore’s Custom Solutions team at customforms@procore.com. This custom field will be available for custom reporting on the commitments tool.

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